Jonathan Harrison is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jerry Cole is a financial advisor at Edward Jones in St. Louis, MO, holding Series 66 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at Ameriprise Financial, Bank of America, Merrill, and a period as a self-employed advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment strategies, and affiliated financial products.

Joan Krebel is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2021. Krebel also has a longstanding career at Rotometrics dating back to 1985. In addition to her advisory role, she receives compensation for the sale of loan products and for referrals of home security and automation services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies created by unaffiliated asset managers.

Grant Sjurson is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated financial products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Michael Belloli is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2022, he worked at Stifel for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Matthew Palasky is a financial advisor at Edward Jones with ten years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alyson Harper is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Graham is a financial advisor at Edward Jones in Manchester, MO, holding the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Colette Knobeloch is a CFP® professional with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at OSAIC, Sagepoint Financial, First Allied Advisory Services, and Wells Fargo Advisors. She is also engaged in a side business related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and access to both proprietary and third-party strategies, supporting discretionary and non-discretionary investment approaches tailored to client objectives.

Donald Fitzgerald is a CFP® with 19 years of industry experience and has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2006. He holds a Series 66 license and also works as an insurance broker, focusing on individual and group life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and structured, collaborative annual planning engagements.

Jonathan Daniels is a CFP® with 16 years of industry experience, currently advising at Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC and STIFEL between 2010 and 2026. Outside of advisory services, Daniels is involved with a community tax accounting business. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a mix of firm-offered and third-party advisory models, covering various investment products and offering ERISA fiduciary services.

Nhi Doan is a financial advisor with Edward Jones in Saint Louis, MO, holding a Series 66 credential and 9 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a board member of the Asian American Chamber of Commerce in St. Louis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Woerner is a financial advisor at Edward Jones with 17 years at the firm and 8 years of industry experience. He holds the Series 66 designation. Woerner serves on the advisory board for The Boeing Center for Technology, Information & Manufacturing in St. Louis, participating in board meetings and supporting student-led consulting projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Antonio Da Costa is a financial advisor at Edward Jones in St. Louis, MO. He holds the Series 66 designation and has two years of prior experience at Morgan Stanley, along with five years at New Day Financial. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Charles Orban is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of his advisory role, he manages Steadfast Farms LLC, a recreational farm business in Marthasville, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of advisors and branches nationwide.

Andrew Shuldberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. In this role, he collaborates with clients to develop customized financial plans that address changes in their personal lives and in the financial markets. Andrew has been with Fidelity Investments since 2011, progressing through several roles including Service Representative, Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client needs. Details regarding Andrew's education, credentials, personal interests, and community involvement were not provided.

Irving Abram is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kevin Poe is a CFP® professional with 14 years of industry experience, currently affiliated with Edward Jones in St. Louis, MO. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Schryver is a financial advisor at Edward Jones in Saint Louis, MO, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an election judge on the St. Louis County Board of Election Commissioners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Joergen Andreas Gjestvang is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at KPMG AS and Saint Louis University, including the Chaifetz School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.